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  1. Workflows
  2. Approval

Approval

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Last updated 2 years ago

After reviewing the contract, you may be ready to approve it. Once the contract is approved it is then sent to both parties for electronic signature, which is the last step in the process of finalising an agreement.

You may approve a contract by accessing it through the approval workflow as outlined above.

Click the “Actions” button and select the “Approve” option.

Enter any notes regarding your approval and click the “Confirm” button.

Your approval will be submitted, and the workflow will progress to the next step.

You may track the progress of the application by going to the “Workflows” page directly or by clicking on “Approvals” in the message box confirming the submission of your approval.

When the approval process is complete, the contract is ready for electronic signature, which will be visible on the “Workflows” page.